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LAS ACCIONES EN ESTADOS UNIDOS: EL AÑO DE LA EFICIENCIA

04-Aug-2023

Christophe Nagy

Analyst / Portfolio Manager

Louis Citroën

ANALYST / PORTFOLIO MANAGER

Justin Streeter

Analyst / Portfolio Manager

Rémi Adam

ANALYST / PORTFOLIO MANAGER

Hemos presenciado una pandemia global, una oleada masiva de estímulos fiscales, una guerra en el territorio europeo y un repentino endurecimiento de la política monetaria. Como resultado, el panorama económico se ha visto obligado a evolucionar, con un aumento en el costo de capital, un mercado laboral rígido que aumenta los gastos, y una creciente preocupación por la gestión de recursos limitados.  Es a través de este lente que las empresas deben ahora analizar el mundo y adaptar sus respectivos procesos para hacer más con menos.

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